Tony is a Senior Financial Advisor with 20 years of experience currently serving the Whitefish Bay and surrounding North Shore areas. Through an assessment of his clients’ financial goals, Tony helps individuals and their families develop long-term financial strategies to help put those goals in sight.
Prior to joining the BMO Investment Services team, Tony worked in financial services at Morgan Stanley. Tony received his Bachelor of Science in finance and management from Long Island University and his Master of Business Administration from Baruch College. He is a Chartered Financial Consultant® and holds securities licenses 7, 31, 55, 63, and 65, held through LPL Financial along with his life, health, and annuity insurance licenses.
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management